Purchases and Sales Made in Q1 2025 in Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-309- 0.59% |
$15.4K - $16.4K
|
51.7K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-310- 0.58% |
$15.4K - $16.5K
|
53.6K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-310- 0.67% |
$15.4K - $16.5K
|
46K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-325- 1.16% |
$16.2K - $17.3K
|
27.8K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-336- 6.2% |
$16.7K - $17.9K
|
5.08K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-340- 0.72% |
$16.9K - $18.1K
|
47.1K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-344- 6.09% |
$17.1K - $18.3K
|
5.3K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-357- 18.06% |
$17.8K - $19K
|
1.62K
$86.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-359- 7.39% |
$17.9K - $19.1K
|
4.5K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-372- 5.85% |
$18.5K - $19.8K
|
5.99K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-375- 0.88% |
$18.7K - $19.9K
|
42.2K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-399- 2.74% |
$19.9K - $21.2K
|
14.2K
$756K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 41.15% |
$19.9K - $21.3K
|
572
$30.5K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-400- 0.88% |
$19.9K - $21.3K
|
45K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-407- 5.24% |
$20.3K - $21.6K
|
7.35K
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-416- 1.19% |
$20.7K - $22.1K
|
34.6K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-417- 1.85% |
$20.8K - $22.2K
|
22.1K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-419- 7.38% |
$20.9K - $22.3K
|
5.26K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-424- 1.31% |
$21.1K - $22.6K
|
32K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-427- 0.56% |
$21.3K - $22.7K
|
75.3K
$4.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-433- 2.68% |
$21.6K - $23K
|
15.7K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-443- 1.36% |
$22.1K - $23.6K
|
32.2K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-459- 13.14% |
$22.8K - $24.4K
|
3.03K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-464- 0.7% |
$23.1K - $24.7K
|
65.7K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-466- 13.36% |
$23.2K - $24.8K
|
3.02K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-470- 13.05% |
$23.4K - $25K
|
3.13K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-476- 2.64% |
$23.7K - $25.3K
|
17.6K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-476- 8.45% |
$23.7K - $25.3K
|
5.15K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-483- 5.95% |
$24K - $25.7K
|
7.63K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-497- 1.42% |
$24.7K - $26.4K
|
34.4K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-497- 8.45% |
$24.7K - $26.4K
|
5.38K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-506- 8.21% |
$25.2K - $26.9K
|
5.66K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-509- 2.05% |
$25.3K - $27.1K
|
24.4K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-511- 1.29% |
$25.4K - $27.2K
|
39.2K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-519- 2.56% |
$25.8K - $27.6K
|
19.7K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-521- 4.04% |
$25.9K - $27.7K
|
12.4K
$659K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-530- 73.1% |
$26.4K - $28.2K
|
195
$10.4K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-545- 6.56% |
$27.1K - $29K
|
7.76K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-548- 5.46% |
$27.3K - $29.1K
|
9.48K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-557- 1.02% |
$27.7K - $29.6K
|
54.1K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-569- 33.18% |
$28.3K - $30.3K
|
1.15K
$61.1K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-575- 3.8% |
$28.6K - $30.6K
|
14.6K
$776K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-578- 0.63% |
$28.8K - $30.7K
|
91.1K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-596- 12.89% |
$29.7K - $31.7K
|
4.03K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-635- 3.53% |
$31.6K - $33.8K
|
17.3K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-644- 17.97% |
$32.1K - $34.3K
|
2.94K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-689- 98.15% |
$34.3K - $36.6K
|
13
$693
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-701- 72.34% |
$34.9K - $37.3K
|
268
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-728- 9.38% |
$36.2K - $38.7K
|
7.03K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-736- 3.97% |
$36.6K - $39.1K
|
17.8K
$949K
|